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Denali Advisors’s Houlihan Lokey HLI Stock Holding History

Denali Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19
Closed -$1.87K – 504
2023
Q2 		$1.87K Hold
19
– – ﹤0.01% 417
2023
Q1 		$1.66K Buy
19
+5
+36% +$470 ﹤0.01% 378
2022
Q4 		$1.22K Buy
+14
New +$1.26K ﹤0.01% 386
2020
Q1 		– Sell
-22,100
Closed -$1.08M – 346
2019
Q4 		$1.08M Buy
22,100
+5,300
+32% +$250K 0.15% 145
2019
Q3 		$758K Buy
+16,800
New +$744K 0.11% 169
2018
Q1 		– Sell
-52
Closed -$2K – 278
2017
Q4 		$2K Sell
52
-32
-38% -$1.37K ﹤0.01% 223
2017
Q3 		$3K Sell
84
-44
-34% -$1.61K ﹤0.01% 192
2017
Q2 		$4K Hold
128
– – ﹤0.01% 154
2017
Q1 		$4K Buy
128
+60
+88% +$1.91K ﹤0.01% 149
2016
Q4 		$2K Hold
68
– – ﹤0.01% 226
2016
Q3 		$2K Buy
+68
New +$1.64K ﹤0.01% 224

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return